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Author Archives: Paragon Financial Partners

Author: Paragon Financial Partners

Paragon Financial Partners, Inc. is a Registered SEC Investment Advisor. The topics discussed herein are for informational purposes only and should not be considered as a solicitation or offer to purchase or sell any securities. The financial strategies and guidelines discussed herein may not be appropriate for everyone as each individual circumstance is unique. Please review all tax information with your tax professional. Please review all legal information with your legal professional. If you have any questions or would like to speak with us, please contact us by phone at (310) 557-1515 or by email at info@paragonfinancialpartners.com.
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Financial advisors often get the bad reputation of disliking cash and being “all in.” The most recent “cash is trash” quote by a prominent investment manager is not helping our image either. However, we feel that holding an appropriate amount of cash in your portfolio can be the financial equivalent of taking a deep breath to relax.

For those seeking access to their retirement funds, the CARES Act includes provisions for coronavirus-related distributions and loans. For those seeking to preserve their retirement funds, certain RMDs have been suspended.

On March 27, 2020 President Trump signed the Coronavirus Aide, Relief, and Economic Security Act (CARES Act) into law. The CARES Act has numerous provisions, including some that may directly impact you.

Welcome to the Paragon Podcast. On January 1st of 2020 the Setting Every Community Up for Retirement Enhancement (SECURE) Act went into effect. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade. While many of the provisions offer enhanced opportunities for individuals and small business owners, there is one notable drawback for investors with significant assets in their IRAs.

On December 20, 2019, President Trump signed a $1.4 trillion spending package that included the SECURE Act, short for Setting Every Community Up for Retirement Enhancement. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.

https://youtu.be/5E2Nw9FelsA Welcome to the Paragon Podcast. Whether you are changing jobs or retiring, an important question you are going to have is how to rollover your retirement accounts into an IRA. Make sure to hit the play...